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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-30 |
| MT | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Kalispell | MT | 06/2016 | 02/2021 |
| John C. Barrett Cpa Pc Dba Jcb Wealth Management | Kalispell | MT | 06/2016 | Present |
| Avantax Advisory Services | Kalispell | MT | 01/2017 | 02/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2021 | Present |
| Rugged Energy Services Inc | Kalispell | MT | 02/2018 | Present |
1)NAME OF OTHER BUSINESS: JOHN C. BARRETT CPA PC DBA JCB WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICES; START DATE: 6/2016; POSITION/TITLE/RELATIONSHIP: ACCOUNTANT/TAX PREPARER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX PLANNING, TAX RETURNS, ACCOUNTING SERVICES, DBA FOR FINANCIAL SERVICES ; 2)RUGGED ENERGY SERVICES INC., NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, FINANCE MANAGER OF AN OIL WELL SERVICING COMPANY, ACCOUNTING, ACCOUNTS RECEIVABLE, ACCOUNTS PAYABLE, TAXES, GOVERNMENT REGULATIONS, PAYROLL, 35H/WEEK, SINCE 02/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-29 |
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